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Novartis
NVS

Overview Fund Activity

1,327 hedge funds and large institutions have $12.9B invested in Novartis in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 418 increasing their positions, 465 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,327
Holders Change
+24
Holders Change %
+1.84%
% of All Funds
17.67%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
153
Increased
418
Reduced
465
Closed
106
Calls
$190M
Puts
$250M
Net Calls
-$60.3M
Net Calls Change
+$63M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$59.6M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$61.8M
3
Citadel Advisors
Citadel Advisors
Florida
$57.2M
4
Northern Trust
Northern Trust
Illinois
$208M
5
Renaissance Technologies
Renaissance Technologies
New York
$260M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$222M
2
Primecap Management
Primecap Management
California
$1.07B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.08M
4
Bank of America
Bank of America
North Carolina
$443M
5
MIP
Mondrian Investment Partners
United Kingdom
$68.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
1351
Cookson Peirce & Co
Pennsylvania
– -$812K -7,056 Closed
DRD
1352
Dennis R. Delaney
– -$654K -5,690 Closed
FIA
1353
FNY Investment Advisers
New York
– -$575K -5,000 Closed
GWMR
1354
GC Wealth Management RIA
Massachusetts
– -$539K -4,689 Closed
SRC
1355
Shufro Rose & Co
New York
– -$426K -4,000 Closed
IIM
1356
InTrack Investment Management
Vermont
– -$449K -3,900 Closed
PWPS
1357
Pinnacle Wealth Planning Services
Ohio
– -$444K -3,863 Closed
MWM
1358
Mattern Wealth Management
Kansas
– -$382K -3,325 Closed
FLI
1359
Family Legacy Inc
South Carolina
– -$374K -3,250 Closed
GWA
1360
GGM Wealth Advisors
Maryland
– -$367K -3,189 Closed
DWM
1361
Dorchester Wealth Management
Quebec, Canada
– -$327K -2,845 Closed
CC
1362
Chicago Capital
Illinois
– -$326K -2,830 Closed
ACGA
1363
Atlanta Consulting Group Advisors
Georgia
– -$317K -2,754 Closed
SW
1364
SteelPeak Wealth
California
– -$305K -2,648 Closed
MBT
1365
Montecito Bank & Trust
California
– -$285K -2,480 Closed
AWM
1366
Aprio Wealth Management
Georgia
– -$276K -2,402 Closed
GIA
1367
Gateway Investment Advisers
Ohio
– -$273K -2,373 Closed
IAN
1368
Integrated Advisors Network
Texas
– -$270K -2,349 Closed
WPW
1369
Waldron Private Wealth
Pennsylvania
– -$261K -2,273 Closed
IPW
1370
Inlet Private Wealth
Florida
– -$256K -2,229 Closed
HFRG
1371
Houlihan Financial Resource Group
Virginia
– -$253K -2,200 Closed
NP
1372
NorthRock Partners
Minnesota
– -$251K -2,185 Closed
DDPIC
1373
Deroy & Devereaux Private Investment Counsel
Michigan
– -$239K -2,075 Closed
GDP
1374
Great Diamond Partners
Maine
– -$238K -2,066 Closed
AP
1375
Appleton Partners
Massachusetts
– -$235K -2,047 Closed
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55
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